Filed September 6, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $120,916 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $14,654 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,269 | $53,204-78.8% | $155,556-92.8% | $200,096-94.4% |
| Participation rate | 94.6% | 64.1%+30.5pp | 78.2%+16.4pp | 72.0%+22.6pp |
| Annual return | 10.82% | 41.02%-30.2pp | 64.84%-54.0pp | 34.26%-23.4pp |
| Employer contribution / active EE | $768 | $1,850-58.5% | $4,675-83.6% | $3,038-74.7% |
| Participant deferral / active EE | $1,263 | $3,163-60.1% | $5,631-77.6% | $5,090-75.2% |
| Admin fee / account holder | $99 | $186-46.5% | $15,885-99.4% | $269-63.1% |